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IRON Financial’s Molson Coors Class B TAP Stock Holding History

IRON Financial’s Portfolio TAP Stock Details TAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,099
Closed -$618K – 115
2023
Q4 		$618K Sell
10,099
-509
-5% -$30.6K 0.35% 54
2023
Q3 		$675K Buy
10,608
+7,485
+240% +$487K 0.39% 47
2023
Q2 		$206K Buy
+3,123
New +$193K 0.11% 96

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

IRON Financial's TAP Position: Q1 2024 in Review

IRON Financial sold out of Molson Coors Class B (TAP) in Q1 2024, closing a stake of 10,099 shares — an estimated $618K sold.

IRON Financial first reported a position in TAP in Q2 2023 and held it in 3 quarters. The position peaked at $675K in Q3 2023. 679 funds tracked by Wall St. Rank hold TAP as of Q1 2024.

  • IRON Financial reported no remaining Molson Coors Class B position as of Q1 2024 after selling out during the quarter.
  • IRON Financial sold 10,099 Molson Coors Class B shares in Q1 2024, an estimated $618K.
  • IRON Financial first reported a position in Molson Coors Class B in Q2 2023 and held it in 3 quarters.
  • IRON Financial's Molson Coors Class B position peaked at $675K in Q3 2023.
  • 679 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2024.

Based on IRON Financial's 13F filing for Q1 2024, filed 23 Apr 2024.